April 14, 2024
| Reference Number | Type | Summary |
|---|---|---|
| BMB-6400 |
|
CloudFAX Integration: Fixed an issue where changes to folder column preferences were reverted when the browser language was changed to a different language. |
| BMB-6405 |
|
CloudFAX Integration: Closed users are now grayed out when filtering inbound faxes and outbound faxes by user. |
| BMB-6436 |
|
CloudFAX Integration: The date and time for Inbound Faxes, Outbound Faxes, and in exported CSV files is now displayed in the user’s timezone. |
| BMB-6446 |
|
CloudFAX Integration: Added User Current Date and User Current Time substitution variables, which will display in the user's local timezone. |
| BMB-6496 |
|
Tabbed widgets now remember which tab was selected when they are reloaded. |
| BMB-6558 |
|
CloudFAX Integration: Added User Full Name to the list of substitution variables available in Send Fax. |
| BMB-6602 |
|
The Navigation Menu is now expanded by default. It can be collapsed by clicking the Collapse Navigation Pane icon or the Collapse Navigation Pane arrow. |
February 11, 2024
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-2161 |
|
Added the ability to export work items in CSV or XML format. |
| BMB-6066 |
|
Added a Microsoft Office 365 importer. See Configure a Microsoft Office 365 importer for more information. |
October 29, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-5428 |
|
CloudFAX integration: Users can now search for and select recipients from contact lists when addressing a fax in Send Fax. |
| BMB-5564 |
|
CloudFAX integration: Renamed the Status column to Status Text and added a Status Column which displays the status code in files exported from the Outbound Faxes page. |
September 24, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-5332 |
|
Added the %@sectionindex% substitution variable to allow pages that have been split by the separation stencil to be identified. |
| BMB-5643 |
|
Fixed an issue where entering a negative number in a numeric field yielded a NaN field value. |
August 6, 2023
| Reference Number |
Type | Summary |
|---|---|---|
| BMB-4875 |
|
CloudFAX integration: Reordered the default column order on the Outbound Faxes page and the Faxes widget. |
July 2, 2023
| Reference Number | Type | Summary |
|---|---|---|
| BMB-4265 |
|
Fixed an issue where IP restrictions weren't working as expected with the CloudFAX integration. |
| BMB-4343 |
|
CloudFAX Integration: Updated the name of the Total column to 'Cost Per Units' and added Username, Contact Name, and Units columns on the Outbound Faxes Export. |
May 21, 2023
| Reference Number |
Type | Description |
|---|---|---|
| BMB-4873 |
|
CloudFAX Integration: Added Contact Name, Cost per unit, and Units as column options on the Outbound Faxes page. |
| BMB-5147 |
|
Fixed an issue where only English was displayed when OCR was configured for multiple languages. |
April 23, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-1451 |
|
Added the ability to view user permissions from the Workflows page. See Workflows for more information. |
| BMB-4290 |
|
CloudFAX Integration: Added the ability to print multiple inbound faxes. |
| BMB-4610 |
|
Fixed an issue where lookup data fields were not automatically populated. |
| BMB-4649 |
|
Fixed an issue where valid date data fields became invalid after moving between documents. |
| BMB-4651 |
|
CloudFAX integration: Fixed an issue where the Fax Number and Contact Name fields were being combined on the Broadcast Details page. |
| BMB-4782 |
|
Fixed an issue that caused classify and extract and learned automation workflow errors in some cases. |
| BMB-4872 |
|
CloudFAX Integration: The default option in the Open Files dialog box when adding files to a fax in Send Fax is now All Files(*.*). |
| BMB-4993 |
|
CloudFAX Integration: The Document Name field is now displayed in inbound fax details. |
| BMB-5128 |
|
Fixed an issue where line items disappeared from the Line Item Panel. |
March 19, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4505 |
|
CloudFAX Integration: Added the ability to export outbound faxes in XML format. |
| BMB-4601 |
|
CloudFAX Integration: Added a Document Name column in the Inbox. |
| BMB-4607 |
|
CloudFAX Integration: Added the ability to download outbound faxes in PNG and PDF formats. |
| BMB-4639 |
|
Added an 'Allow Timeout' setting on the Advanced tab of User Action workflow stencils. See User Action stencil for more information. |
January 29, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-4126 |
|
Added a button in the header that allows users to share feedback with our team. |
| BMB-4240 |
|
Added a new data field validation type that works against a data source. See Data Dictionary for more information. |
| BMB-4241 |
|
Added a new lookup data field type that performs a lookup against a data source. See Configure a lookup data field for more information. |
| BMB-4287 |
|
Added a button in the header that allows users to see what's new in the product. |
January 01, 2023
| Reference Number | Type | Description |
|---|---|---|
| BMB-2551 |
|
Added a Display as list option to lookup type data field configuration. When this option is selected, lookup values will display in list view. |
| BMB-4063 |
|
An "Executing action..." message now displays when scanning in a large number of documents. |
| BMB-4173 |
|
Added support for iManage. |
| BMB-4178 |
|
Fixed an issue that caused an error to occur when exporting documents to FileBound before the last data field was validated. |
| BMB-4196 |
|
Fixed an issue that caused an error to occur when opening Work Items. |
| BMB-4363 |
|
Fixed an issue that caused line item values to disappear. |
| BMB-4584 |
|
CloudFAX Integration: Fixed an issue where the ‘Enter Fax Number’ placeholder text was cut off in Send Fax when the browser language was set to German. |
December 04, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-1648 |
|
Fixed an issue where multi-page TIFF files
did not export correctly from Intelligent Capture to |
| BMB-3714 |
|
HP Workpath: Added the ability to print a fax from the Inbox. |
| BMB-3954 |
|
Added RegEx capture support for data field substitution. |
| BMB-4021 |
|
Added a Barcode Cover Page workflow stencil which maps barcode values to data fields as part of the workflow. See Barcode Cover Page stencil for more information. |
| BMB-4062 |
|
An "Executing Action" message is now displayed when processing the deletion of documents or folders from the Document Panel. |
| BMB-4130 |
|
A selection is now always present in the Document Panel. |
| BMB-4148 |
|
Fixed an issue where users were unable to enter data fields while a document was refreshing. |
| BMB-4167 |
|
Added document sorting options to the Advanced tab in the User Action workflow stencil. |
| BMB-4225 |
|
Improved the user experience for a login with an expired password. |
| BMB-4260 |
|
Fixed an issue where date data field values were carried over from one document to the next. |
| BMB-4344 |
|
CloudFax Integration: Added the ability to resend inbound notifications in bulk. |
| BMB-4361 |
|
Fixed an issue where the calendar control was displayed after entering a date data field value manually and using tab to move to the next data field. |
| BMB-4365 |
|
Fixed an issue where data fields were uneditable after a session timeout. |
| BMB-4466 |
|
CloudFax Integration: Added an Open Full View action to the Faxes widget that allows users to navigate to the Inbound Faxes or Outbox Faxes pages. |
October 23, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-3989 |
|
Fixed an issue with data field validation that prevented line item entry from working as expected. |
September 25, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-3712 |
|
Added an option to the Advanced tab for User Action workflow stencils to control tabbing behavior when tabbing from the last data field in the Data Fields Panel. |
| BMB-3920 |
|
Metadata from inbound faxes is now captured when using a fax importer. See Configure a Fax Importer for more information. |
| BMB-3975 |
|
Metadata from emails is now captured when using an email importer. See Configure an IMap or POP3 Importer for more information. |
| BMB-4011 |
|
CloudFAX integration: The Choose File dialog box in Send Fax now defaults to supported file types. |
August 28, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-808 |
|
Added a Web Service workflow export stencil which allows documents and metadata to be sent to REST API endpoints. See Web Service stencil for more information. |
| BMB-3144 |
|
Enhanced date formats, such as April 5, 2022 and 5 April 2022, are now supported during forms extraction. |
| BMB-3363 BMB-3364 |
|
Added an Enable Automatic Identity Mapping check box to Device Properties when the Authentication Mode is set to Device. |
| BMB-3540 |
|
Added a Required (Not Blank) validation type for lookup and date data field types. |
| BMB-3713 |
|
HP Workpath: Added the ability to view Inbound and Outbound Faxes for users with the CloudFAX integration. |
| BMB-3715 |
|
Fixed an issue that caused an upload error to occur when scanning 20 or more pages into Intelligent Capture. |
| BMB-3953 |
|
Password Policy: Added the ability to allow passwords to contain user name, email username, or domain. |
July 31, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-1314 |
|
IMAP import: Added the ability to select a subfolder for email import and a subfolder to move emails to once imported. |
| BMB-3504 |
|
CloudFAX integration: Added the ability to sort columns on the Outbound Faxes page. |
| BMB-3699 |
|
Fixed an issue where data field values flashed when the value was entered and then the user hovered over value. |
| BMB-3700 |
|
Fixed an issue where the last data field value was carried over from the previously indexed document. |
| BMB-3787 |
|
Fixed an issue in the Line Item Panel where the tab order didn't work as expected when the first field was a lookup data field. |
| BMB-3846 |
|
Fixed an issue in the Line Item Panel that caused line items to carry over between documents. |
July 1, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-2550 |
|
Added the Required (Not Blank) validation type for lookup and text data fields. |
| BMB-3377 BMB-3378 BMB-3379 |
|
Added the ability to import/export a workflow. See Workflows for more information. |
| BMB-3381 |
|
Improved the UX for drop-down lists. |
| BMB-3438 |
|
Added a Learned Automation Training Status indicator to the header. See The Header for more information. |
| BMB-3439 |
|
Added a vertical scrollbar to the window that appears when adding a widget to the Home Page. |
| BMB-3478 |
|
The Training tab no longer appears for user action steps following a learned automation step where training is locked. |
| BMB-3505 |
|
CloudFAX Integration: Added the ability to sort columns on the Inbound Faxes page. |
| BMB-3543 |
|
Added text hint to the Workflow Name filter on the Administration Settings - Workflows page. |
| BMB-3587 |
|
Improved the UX for importing a device. |
| BMB-3604 |
|
Toolbar elements are now vertically centered. |
| BMB-3630 |
|
Tab name text is now selected so a user can edit the tab name without an additional mouse click after adding a tab on the Home page. |
| BMB-3631 |
|
The Page Usage by User widget can be minimized/maximized when a user is editing the Homepage. |
| BMB-3691 |
|
Fixed an issue where users were unable to select values in the Lookup Field window by using keyboard arrow keys and then pressing the Enter key. |
| BMB-3698 |
|
Fixed an issue where tabbing between fields in the Line Items Panel was not working as expected. |
April 24, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-2285 |
|
Added file name filtering to the OneDrive widget. |
| BMB-3034 |
|
Learned Automation: Added an option in the Project Editor to reset training. See Project Editor for more information. |
| BMB-3036 |
|
Learned Automation: Added an option in Learned Automation stencil properties that allows users to lock training. See Learned Automation stencil for more information. |
| BMB-3192 |
|
Workpath App: The allowed IP list and device secret are now verified when a user uses form authentication. |
| BMB-3425 |
|
CloudFAX integration: Improved the UX of the Recipients area in Send Fax. |
| BMB-3475 |
|
Added a Document Limits section to Tenant Options. See Tenant Options for more information. |
| BMB-3476 |
|
Added a Document Limits tab to User Properties. See Add a new user for more information. |
| BMB-3490 BMB-3491 |
|
Added a Page Usage by User widget. See Page Usage by User for more information. |
March 27, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
March 27, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-1982 |
|
HP Workpath App: Added the ability to print documents from MyFiles. |
| BMB-3030 |
|
Updated Mobile Capture libraries to latest release. |
| BMB-3122 |
|
Added new machine learning driven document classification and data extraction features to the product called Learned Automation. An advanced license is required. See Learned automation for more information. |
| BMB-3178 |
|
Settings: Data Dictionary can now be filtered by which workflow the field was referenced in. |
| BMB-3318 |
|
An Administrator will now have to accept Terms of Service in order to use the product. |
| BMB-3409 |
|
Data Dictionary fields actively used in Learned Automation stencils cannot be deleted. |
February 13, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-1523 |
|
Settings: Users can now be filtered by Name or Email. |
| BMB-2335 |
|
Added support for Annotations in the Document Preview Window. See Annotations for more information. |
| BMB-3116 |
|
Settings: Data Dictionary can now be filtered by Name or Display Name. |
| BMB-3117 |
|
Settings: Data Dictionary can now be filtered by Data Field Type. |
| BMB-3118 |
|
Settings: Workflows can now be filtered by Name. |
January 09, 2022
| Reference Number | Type | Description |
|---|---|---|
| BMB-3040 |
|
Added a Set Data Fields workflow stencil which updates data field values as part of the workflow. See Set Data Fields stencil for more information. |
December 12, 2021
| BMB-2673 |
|
CloudFAX integration - Added a date filter for inbound faxes. |
| BMB-2719 |
|
Users that are assigned to a role with the Receive Subscription Usage Notification permission will now receive a notification email when their tenant page usage exceeds 50%, 80%, and 90% of the available page count. |
| BMB-2794 |
|
Improved the processing speed of barcode extraction stencil in workflow processing. |
| BMB-2944 |
|
The help button now provides a single point of access for self-service and customer support directly within Intelligent Capture. |
| BMB-2952 |
|
Add a Generate QR Code for mobile scanning button that allows users to scan a QR code with their mobile device in order to quickly access the mobile application for document scanning. |
| BMB-2974 |
|
Added data field validation for date type data fields. |
October 31, 2021
| BMB-2762 |
|
Added an Allow users to unselect this field (set to blank) check box to the list type data field configuration. When selected, a blank option will be included in the selection list. |
| BMB-2784 |
|
CloudFAX integration - Improved the error message that is displayed in Send Fax when an attached file type is not supported. |
September 26, 2021
| BMB-2674 |
|
The user interface for grid filtering now includes labels and a search button. |
| BMB-2729 |
|
CloudFAX integration - Users can now export items from Inbound Faxes. |
| BMB-2731 |
|
CloudFAX integration - Added a Notification Email option to the Options tab in Send Fax. |
| BMB-2789 |
|
Fixed an issue where users were prompted with a message that contained two Cancel buttons when canceling a Work Item. |
| BMB-2796 |
|
CloudFAX integration - Send Fax now loads with the cursor in the Recipients box. |
August 29, 2021
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
August 29, 2021
| BMB-2294 |
|
Added search filters for Serial Number, Name, and Tag on the Devices page . |
| BMB-2683 |
|
Administrators can now enable/disable importers. |
| BMB-2684 |
|
Last Failure, Last Failure Error, Last Success, Total Processing Failures, Total Documents Imported, and Current Status columns have been added for importers. |
| BMB-2685 |
|
If an importer has failed more than 10 times consecutively, the importer will now be disabled. |
| BMB-2688 |
|
Line Item totaling is now supported in the Line Items Panel. |
August 1, 2021
| BMB-2602 |
|
Updated the user interface for the HP Workpath App. |
| BMB-2628 |
|
Added limited support for a Cascading Options data field type which allows the configuration of selection dependent drop-down menus. See Configure a cascading options data field for more information. |
June 27, 2021
| BMB-471 |
|
Added more information about the substitution options that are available for individual fields inside the Administration menus. |
| BMB-1090 |
|
Field information that was identified during the classify and extract process is now re-located correctly after documents pages are added, moved, or deleted. |
| BMB-2249 |
|
Added the ability to print documents from OneDrive in the HP Workpath App. |
| BMB-2317 |
|
Added the ability to sign in to the HP Workpath App using a regular username and password form. |
| BMB-2482 |
|
Added the ability to scan documents to MyFiles. See MyFiles for more information. |
| BMB-2500 |
|
Added the ability to specify a document name when scanning. |
| BMB-2515 |
|
Added the ability to use a web camera to capture documents. See Capture documents for more information. |
| BMB-2516 |
|
Updated the HP Workpath App UI to reflect global Upland Software design requirements. |
| BMB-2519 |
|
Made a number of minor changes to the list field type to improve the user experience. |
| BMB-2638 |
|
Added a Required (Not Blank) validation option for data fields. |
May 23, 2021
| BMB-2337 |
|
Added support for exporting documents to FTP. See FTP stencil for more information. |
| BMB-2486 |
|
Added a new data field substitution value: FileBoundDeliveryID. This is a unique identifier for a document and can be used to link document metadata with line item metadata. |
| BMB-2505 |
|
Increased the expiration time of the reset password link in new user welcome messages to 24 hours. |
May 2, 2021
| BMB-2166 |
|
Added the ability to search Work Items using data fields and reference data. |
| BMB-2279 |
|
Added the ability to prompt users for configured fields in the HP Workpath App. |
| BMB-2336 |
|
Added support for exporting documents to Amazon S3. See AWS S3 stencil for more information. |
| BMB-2397
BMB-2398
BMB-2399 BMB-2400 |
|
Added a fax preview window in the InterFAX integration. |
| BMB-2424 |
|
Added a visual indicator to data fields that support data field substitution. See Data field substitution for more information. |
| BMB-2485 |
|
Added support for routing sheet creation from the OneDrive widget. See Generate a routing sheet for more information. |
| BMB-2501 |
|
Added Project Name, Route, Step, and Due Date to the detailed information in the FileBound Assigned Items widget. |
| BMB-2502 |
|
Added the ability to select the OCR language for the OCR workflow stencil. See OCR stencil for more information. |
February 28, 2021
| BMB-1215 |
|
The same field focus is now maintained when switching from document grid view to tree view. |
| BMB-1302 BMB-2386 BMB-2388 |
|
Added a formatting configuration to text type data fields. Rules can be created to automatically apply specific formatting to field values when they meet specified conditions. See Add formatting to a text field for more information. |
| BMB-2226 |
|
Added a Mobile allow select from Photos role permission which allows control of whether users can upload documents from the camera roll in Mobile Capture. See Permissions for more information. |
| BMB-2261 |
|
Improved the visual design of the OneDrive widget. |
| BMB-2262 |
|
Added the ability to right-click in the File Tree to open the Actions menu. |
| BMB-2264 |
|
Updated the Convert Document(s) window so file formats appear in three columns. |
| BMB-2266 |
|
Added the ability to copy from the InterFAX integration to MyFiles. |
| BMB-2267 |
|
Added the ability to copy from the FileBound integration to MyFiles. |
| BMB-2274 |
|
Added a Set as default option for Mobile Capture filters. |
| BMB-2323 |
|
Added better handling for duplicate document names when copying documents to OneDrive. |
| BMB-2396 |
|
Updated the Intelligent Capture logo in the header. |
January 10, 2021
| BMB-2282 |
|
Added Capture User Interface for HP WorkPath. Availability is subject to publication in the HP WorkPath Portal. |
| BMB-2286 |
|
When adding a new widget to the home screen, the cursor will start in the search widget box. |
| BMB-2217 |
|
Added options to Convert Document Type and Submit to Workflow to My Files and Home Screen Widgets. See My Files for more information. |
| BMB-2268 |
|
Added role permissions to allow users to convert document types. See Permissions for more information. |
| BMB-2263 |
|
Improved the work items details interface to create distinct information tabs for Details, Fields, and the Journal. |
| BMB-2265 |
|
Added Microsoft OneDrive integration. Users can now copy documents and work items to Microsoft OneDrive folders. See Integrations for more information. |
| BMB-2316 |
|
Added the ability to convert OneDrive documents and automatically copy the new format back to OneDrive. See Integrations for more information. |
November 1, 2020
| BMB-2112 |
|
Added support for exporting from a workflow to NetDocuments. See NetDocuments stencil for more information. |
| BMB-2160 |
|
Added an 'Only display documents submitted by the logged in user' option to the User Action Stencil. When selected, users will only see documents in the step that they have added to Intelligent Capture. See User Action stencil for more information. |
| BMB-2162 |
|
Work Items can now be filtered by any defined data field. |
| BMB-2165 |
|
Export Stencil Failure response messages can now be saved to a data field. See View export stencil failure messages for more information. |
| BMB-2179 |
|
Documentation has been updated to include the REST API endpoint information for the Export to API stencil. See API stencil for more information. |
| BMB-2198 |
|
Simplified the UI for session expiration warnings. |
| BMB-2207 |
|
Added an option to change the Document Name in the workflow Email export stencil. See Email stencil for more information. |
October 4, 2020
| BMB-858 |
|
Administrators can now cancel in-process work items from Work Items. See Work Items for more information. |
| BMB-1832 |
|
Fixed an issue with localization of date/time fields that sometimes caused dates to be displayed a day ahead or behind. |
| BMB-1923 |
|
Added Home screen Widget, Documents Processed By User and Workflow, which gives process managers the ability to track how many items were completed by each user in each workflow. See Widgets for more information. |
| BMB-1924 |
|
Added Home screen Widget, Documents Processed by Workflow Step, which gives process managers the ability to track how many items were completed for each step of a workflow. See Widgets for more information. |
| BMB-1925 |
|
Added Home screen Widget, Documents Processed by Workflow, which gives process managers the ability to track how many total items were processed in a workflow. See Widgets for more information. |
| BMB-1986 |
|
Added a 'Clear' filter to Mobile Capture which removes the background of a captured document, but retains color where appropriate. |
| BMB-1987 |
|
Added a 'Remove shadows' filter to Intelligent Capture which removes any shadows cast on a captured document. |
| BMB-2040 |
|
Improved the UI experience for cases when a user does not have sufficient role permissions to login to Intelligent Capture. |
| BMB-2042 |
|
Removed the Password option from the Profile Menu for users that log in via SSO. |
| BMB-2090 |
|
The original document name is now used when resubmitting to a workflow or sending to fax from Work Items. |
| BMB-2111 |
|
Added a Barcodes stencil to support barcode data extraction. See Barcodes stencil for more information. |
| BMB-2163 |
|
Columns can be added to Work Items for any defined data field. |
| BMB-2164 |
|
Split the Done concept in workflows into Succeeded and Failed. Existing customer workflows will not be updated, but any Done steps will be displayed as Succeeded. Users are able to filter on this status in Work Items. |
August 30, 2020
| BMB-1712 |
|
Added an Expression field type to the Data Dictionary. |
| BMB-1857 |
|
Added additional settings for scan formatting in Mobile Capture. |
| BMB-1906 |
|
Added support for single sign-on. |
| BMB-1975 |
|
Added new Export to API export stencil, which allows a desktop agent to download documents from a specified workflow step. |
| BMB-1985 |
|
Added an option to apply image processing selection to all pages in Mobile Capture. |
| BMB-1993 |
|
Added automatic user lockout after six consecutive failed login attempts. |
| BMB-2002 |
|
Updated the UI to reflect global Upland Software design requirements. |
| BMB-2063 |
|
Reduced the auto-zoom on forms extraction found fields by 50% so that information in the surrounding area of the document can be viewed more easily. |
June 28, 2020
| BMB-1749 |
|
Updated the Tenant 12 Month Page Count dashboard widget to a gauge chart that displays the total number of pages processed vs. the total page count available. |
| BMB-1843 |
|
The same user can now have access to multiple tenants and will be prompted to select which tenant to sign in to. |
| BMB-1853 |
|
Added the ability to expand the Navigation Menu to show both icons and menu item descriptions. |
| BMB-1920 |
|
Submit to workflow actions will now prompt for data fields if prompts are configured in the Start stencil. |
| BMB-1934 |
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Added a tooltip that displays username and password when hovering over the user icon next to the Profile Menu. |
May 31, 2020
| BMB-1654 |
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Added the ability to index documents in Mobile Capture. |
| BMB-1679 |
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Added the ability to include custom tooltips for alerts configured on User Action stencils. |
| BMB-1730 |
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Added the ability to access document properties from the Document Panel. |
| BMB-1795 |
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Added support for AccuRoute mobile scanning. |
| BMB-1836 |
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Added a tooltip that displays widget titles on hover. |
May 3, 2020
| BMB-500 |
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Added the ability to select multiple documents in the Document Panel by holding down the CTRL key. |
| BMB-1322 |
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Added the ability to handle concurrency where multiple users are members of the same step. |
| BMB-1602 |
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Added support for importing .doc, .docx, .xls, .xlsx, .ppt, .pptx, .txt, .rtf, .jpg, .jpeg, .gif, .png, and .bmp file types. |
| BMB-1607 |
|
Added DOC (OCR Text), DOCX (OCR Text), JPG (Image, Single Page), PDF/A, PDF/A (Image+OCR Text), PDF/A (OCR Text), RTF (OCR Text), TIFF, TXT (OCR Text), XLS (OCR Text), and XLSX (OCR Text) delivery formats to the Email and SharePoint Online workflow stencils. |
| BMB-1613 |
|
Added an Alerts tab to User Action workflow stencils where thresholds can be set. Work Items and widgets on the Home Page reflect coloring according to the set thresholds. |
| BMB-1618 |
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Added a "Loading" message to the Tenant 12 Month Page Count Widget to indicate that it is working, but not yet loaded. |
| BMB-1622 |
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Added a '[Workflow Name]' Items widget to the Home Page. |
| BMB-1626 |
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Added the ability to configure which roles can submit documents to a workflow. |
| BMB-1640 |
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Added the ability to submit to a workflow from MyFiles. |
| BMB-1686 |
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UI modifications for better visibility and useability. |
| BMB-1700 |
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Added Mobile Capture. |
| BMB-1708 |
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Updated the FileBound/CSV mapping UI for lookup data fields. |
April 1, 2020
| BMB-657 |
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Added the ability to select a FileBound workflow route for documents to be sent down when configuring the FileBound workflow stencil. |
| BMB-799 |
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Added an option to the Toolbar to generate barcode routing sheets that route to workflows. |
| BMB-806 |
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Added a Fax export stencil to send documents to an InterFAX account. |
| BMB-854 |
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Added the ability to download documents from Work Items. |
| BMB-1225 |
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Added the ability to generate a barcode routing sheet that routes documents to MyFiles. |
| BMB-1271 |
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Added a Toggle connection labels option to the workflow designer which allows labels on workflow connection lines to be turned off. |
| BMB-1290 |
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Added a Home Page to the Navigation Menu. The Home page contains customizable widgets. |
| BMB-1323 |
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Added the ability to use rubber band selecting to add multiple lines to line items. |
| BMB-1366 |
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Added a Remove All option to User Action workflow stencil tabs. |
| BMB-1373 |
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Added the ability to sort each step in the Document Tree Grid View. |
| BMB-1539 |
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Added InterFAX and FileBound integrations. |
| BMB-1599 |
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Added Send Fax under an Add Content Navigation Menu item to allow faxes to be sent directly from Intelligent Capture. |
| BMB-1604 |
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Added MyFiles. |